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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: THE WATSONYOUTH who wrote (91864)	11/8/1999 7:15:00 PM
From: Saturn V	Read Replies (2) of 186894

Ref- <I don't consider Intel's .18um technology a process "tweak" Their .25um technology was very ordinary. This .18um process is EXTRAordinary. My opinion is based on what I can see. > This new 0.18micron device is indeed novel. You assumed a ten percent improvement in speed based upon the ten percent improvement in IDSAT. However this the novel notching on this device appears to give a much lower Gate Overlap Capacitance, reducing the Miller Capacitance. This should increase the speed much more than expected from IDSAT alone. I still think that design tweaks by speed path tuning on this new layout can fetch Intel a a significant enhancement in speed also. And I do not have any access to Intel information either to know for certain. However we both agree that Coppermine should be capable of 1GHz + speed next year.

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